Traveka Wealth, LLC - Portfolio overview
Traveka Wealth, LLC has 208 reported holdings in this dataset, with the latest filing dated 2026-04-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 9.40%
- VBR - VANGUARD INDEX FDS, 5.58%
- VTV - VANGUARD INDEX FDS, 4.39%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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